Loading…
CIK 0002057153 • 8 13F filings • May 2, 2025 – Aug 12, 2026
Import this data to Google Sheets with:
=jivedata("baer-investment-advisory-llc-0002057153-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AIR PRODS & CHEMS INC | COM | $3.4M | 3.8% | 11,035 SH | New |
| AMAZON COM INC | COM | $5.8M | 6.6%Prev: 5.4% | 25,587 SH | Increased-425 SH |
| AMPHENOL CORP NEW | CL A | $4.6M | 5.2% | 50,727 SH | New |
| ANALOG DEVICES INC | COM | $370K | 0.4%Prev: 4.0% | 17,178 SH | Decreased+4,582 SH |
| APPLE INC | COM | $3.0M | 3.5%Prev: 3.5% | 13,095 SH | Decreased-902 SH |
| CADENCE DESIGN SYSTEM INC | COM | $3.6M | 4.1%Prev: 1.5% | 10,627 SH | Increased+5,299 SH |
| COSTAR GROUP INC | COM | $4.2M | 4.7% | 49,369 SH | New |
| COSTCO WHSL CORP NEW | COM | $2.5M | 2.8% | 2,347 SH | New |
| DEERE & CO | COM | $3.5M | 4.0%Prev: 4.7% | 6,213 SH | Decreased-2,050 SH |
| ECOLAB INC | COM | $1.2M | 1.4%Prev: 3.9% | 4,561 SH | Decreased-10,018 SH |
| EMCOR GROUP INC | COM | $3.8M | 4.3%Prev: 4.8% | 8,143 SH | Decreased+1,701 SH |
| ENTERPRISE PRODS PARTNERS L | COM | $2.0M | 2.3%Prev: 2.7% | 64,667 SH | Decreased-7,424 SH |
| HOME DEPOT INC | COM | $2.1M | 2.4% | 5,644 SH | New |
| INTUIT | COM | $4.3M | 4.9%Prev: 2.1% | 4,587 SH | Increased-257 SH |
| MICROSOFT CORP | COM | $5.8M | 6.6%Prev: 1.3% | 3,935 SH | Increased+289 SH |
| NETFLIX INC | COM | $5.7M | 6.4% | 1,943 SH | New |
| NVIDIA CORPORATION | COM | $9.6M | 10.9%Prev: 3.4% | 17,328 SH | Increased-2,181 SH |
| SHOPIFY INC | NOTE 0.125%11/0 | $1.7M | 1.9% | 0 SH | New |
| SNAP INC | CL A | $82K | 0.1%Prev: 0.0% | 10,000 SH | Increased |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | $3.8M | 4.3% | 0 SH | New |
| TEXAS INSTRS INC | COM | $969K | 1.1%Prev: 3.3% | 5,261 SH | Decreased-11,274 SH |
| THE TRADE DESK INC | COM CL A | $3.7M | 4.2% | 27,730 SH | New |
| THERMO FISHER SCIENTIFIC INC | COM | $1.8M | 2.1%Prev: 1.5% | 3,488 SH | Increased+372 SH |
| UNITED RENTALS INC | COM | $3.1M | 3.6%Prev: 2.4% | 3,081 SH | Increased-234 SH |
| VEEVA SYS INC | CL A COM | $4.3M | 4.9%Prev: 2.8% | 14,341 SH | Increased-1,752 SH |
| ZOETIS INC | CL A | $3.1M | 3.5% | 18,021 SH | New |
| 13F-HR |
| 0001754960-25-000723 |
| $116.7M |
| View |
| Aug 12, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000758 | $119.5M | View |
| Aug 7, 2025 | Q2 2025 | 13F-HR/A | 0001754960-25-000552 | $87.9M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR/A | 0001754960-26-000346 | $100.1M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000268 | $77.3M | View |